We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, and taking the time to understand your situation, we are in a position to identify key tax planning opportunities that we can maximize returns for the biggest tax reward both in your current and future tax liabilities.We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Rather than just looking at our client’s tax documents, we conduct personal interviews, online or in person, that allow us to better understand our clients and their tax situations. Using this information we help our clients find more deductible items, lower their taxes, and advise them for the future.
Tax services offered include, but are not limited to:
• Income Tax Returns
• Individuals, Sole Proprietors, Partnership, Corporations, Trusts, Estates, Not for Profit
• All Provinces
• Business Activity Statements
• Investments and Capital Gains
• Students & Seniors
• Personal Service Business
• Commission Based Sales Person
• Rental Properties
• US and International tax
• Farm Business taxes
• Farm Risk Management Government Applications such as AgriInvest and AgriStability
• Provincial and Federal Commodity Tax Planning and Compliance (GST & PST)
• Tax Considerations in Matrimonial Settlements
• Tax Effects of Buying/Selling a Business
• Tax Effective Retirement and Estate Planning
• EI, CPP and Other Payroll Tax
• CRA Representation
• Tax Consulting
• Tax Restructuring to Minimize Tax and Avoid Risk
Let us be your advocate and liaison with Canada Revenue Agency (“CRA”) to navigate the always changing tax laws. With the tax regime becoming more complex and with more emphasis being put on taxpayers individual responsibilities, every one who is subject to tax (individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations) needs professional advice to optimize their tax position. Many tax payers struggle to understand complex tax returns and complete them incorrectly. People are often unaware of tax legislation and will not claim all they are entitled to, therefore paying too much tax. As tax specialists dealing as your agent we can save you time, worry and money by handling all self assessment issues for you. We will complete all necessary computations, completing your return using the latest software and where possible submit the return electronically ensuring safe receipt by the quickest possible method.
Tax Dispute Resolution
If you feel that there has been an unfair tax assessment from the CRA we can help in the following ways: We provide tax dispute resolution including notice of objections for income and excise tax; Often there are tax assessments that the taxpayer does not agree with. We often find that the resolution is sitting with an auditor and explaining the situation – the numbers do not always tell a clear story; and next time you have an auditor coming let us attend the meeting on your behalf to make sure that the auditor is not asking leading questions that result in a negative outcome.
Sometimes it isn’t only a dispute that needs professional attention but an amendment may come to our attention after the taxes have already been filed and we can prepare those also.
Tax Planning and Tax Compliance
Tax planning is a winning strategy for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.
Incorporation vs Proprietor Analysis
We help you determine when it makes sense to incorporate. Clients can send substantial amounts of money to setup corporate structures, we pride ourselves on explaining the benefits and helping the client to make sure that they maximize the benefits of their new structures;
Corporate Debt Servicing
Learn how to service debt with tax preferred dollars, how to properly split income and the benefits thereof. There are many tax elections that we can help you with including clearance certificates for non residents or estates. Please contact our office if you require a specific election or rebate application.
Estate & Trust Tax Preparation
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
U.S. and International Taxation
A record number of Canadian businesses and individuals have cross-border interests. Our expertise can assist you in understanding the tax rules that may affect those interests, and in planning accordingly.